Service CRM Starter & New Automation Actions
v6.183.0
Spin Up a Service CRM in One Prompt
Run your appointments, clients, and jobs from day one. Taskade Genesis now ships a ready-made Service CRM starter, so a salon, studio, or repair shop can describe its business and get a working customer hub back.
- A purpose-built starter for service businesses that book and bill clients
- Tracks customers, jobs, and follow-ups in one connected app
- Pairs with the built-in Currency preset for quotes and invoices
Two New Ways to Automate
Build smarter automations with two new actions in your toolbox. Pull a clean copy of a project when you need it, or hand a step off to AI right inside the flow.
- Export a project as part of an automation, on a schedule or trigger
- Ask AI a question mid-flow and use its answer in the next step
- Chain both into longer, hands-off workflows
Write Long-Form in Docs (Beta)
Open the new Docs (Beta) view when a project is more writing than checklist. It gives your notes, briefs, and drafts a clean reading layout alongside your usual List, Board, and Table views.
Attach Links in Your Taskade Genesis Chat
Drop a link straight into your chat with Taskade EVE and it pulls the page in as context. Ask about an article, a doc, or a reference, and Taskade EVE works from the source.
Fixes
- Your credit balance updates right after you buy credits, no refresh needed
- Webhooks are now available on every Pro and higher plan
- Smoother moves between spaces, with fewer flickers while pages load